What are the responsibilities and job description for the Financial Solutions Advisor position at BMO Financial?
Job Summary
The Financial Solutions Advisor will play a key role in collaborating with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. This includes welcoming and guiding customers as they walk into the branch lobby, offering advice and guidance on available digital and self-serve options, and conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
